Bridging the Confidence Gap

Colin has been helping clients with their retirement planning, investment management, tax and other planning needs since 1984. He has degrees in Accounting and Business Administration from East Carolina University and his MBA from the University of Central Florida. His financial knowledge has been acquired during his years with Merrill Lynch and HD Vest Financial Services, and through the study required to master the subjects tested in becoming a certified financial planning certificant. Colin's expertise in tax preparation and planning combined with his financial knowledge is an ideal skill set for helping people minimize the negative impact taxation can have on their ability to achieve financial goals. Our mission is to help our clients protect their families, educate their children and retire with dignity in a tax efficient manner.

Bradley's Tax & Financial Management provides tax preparation and consulting services to both individuals, and businesses. We provide bookkeeping, payroll and accounting services to firms ranging from sole proprietorships to those with over 100 employees.

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Colin Leisy is a registered representative with the following registrations: FINRA Series 7, 63, and 65; and can transact business with clients in FL, NC, OR, VA. Colin Leisy is also an investment adviser agent licensed in FL, NC, OR, SC, VA. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.